Integris Wealth Management, LLC Ishares Tr Transaction History

Integris Wealth Management, LLC

  • $362 Billion
  • Q1 2024

A detailed history of Integris Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Integris Wealth Management, LLC holds 2,603 shares of IYR stock, worth $227,684. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,603
Previous 2,695 3.41%
Holding current value
$227,684
Previous $246 Million 5.01%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$85.32 - $92.22 $7,849 - $8,484
-92 Reduced 3.41%
2,603 $234 Million
Q4 2023

Feb 09, 2024
SELL
$73.28 - $92.46 $103,764 - $130,923
-1,416 Reduced 34.44%
2,695 $246 Million
Q3 2023

Nov 08, 2023
SELL
$77.12 - $89.86 $384,366 - $447,862
-4,984 Reduced 54.8%
4,111 $321 Million
Q2 2023

Jul 13, 2023
SELL
$80.51 - $86.54 $535,069 - $575,144
-6,646 Reduced 42.22%
9,095 $787 Million
Q1 2023

May 15, 2023
BUY
$78.73 - $95.24 $2,598 - $3,142
33 Added 0.21%
15,741 $1.34 Billion
Q4 2022

Feb 07, 2023
BUY
$82.26 - $89.17 $1.29 Million - $1.4 Million
15,708 New
15,708 $1.32 Billion

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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